Northwest Wealth Management, LLC First Tr Exchange Traded Fd Transaction History

Northwest Wealth Management, LLC

$422 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Oct 11, 2018	SELL	$41.93 - $43.99 $3,605 - $3,783	-86 Closed	0 $0
Q1 2018 Apr 13, 2018	BUY	$40.06 - $45.22 $3,445 - $3,888	86 New	86 $4,000

Others Institutions Holding FXD

# of Institutions

141

Shares Held

21.5M

Call Options Held

0

Put Options Held

0

First Trust Advisors LP Wheaton, IL

12M
Shares

$802 Million
0.75% of portfolio
Wells Fargo & Company San Francisco, CA

1.77M
Shares

$118 Million
0.03% of portfolio
Morgan Stanley New York, NY

1.53M
Shares

$102 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

396K
Shares

$26.4 Million
0.03% of portfolio
O'Dell Group, LLC Cincinnati, OH

344K
Shares

$22.9 Million
5.14% of portfolio

About FIRST TR EXCHANGE-TRADED FD

Ticker FXD
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